1. Presidents Assembly Monthly Webinar December 20, 2012

2. December 2012 Webinar Recording The recording of this webinar can be located at: https://www1.gotomeeting.com/register/550510784

3. During the Webinar – Just Ask! Please use this question area to communicate with us throughout the webinar. Have a question…type it!!

4. Raise Your Hand There will be designated times to speak your questions. You can click on the “Raise Your Hand” button. When we are ready for your question, we will unmute you and call on you.

5. What Chapter do you represent? Please use your GoToWebinar Question box to type in the name of your Chapter…

6. Presidents Assembly Leadership 2012-2013 Lola Kakes Greater Tucson Chair presidentsassembly@nawbo.org Carolynne Mather Lakeland Metro Chair-Elect Rachael Bender Southwest Florida Immediate Past Chair

7. 2012-2013 Presidents Assembly Steering Committee Regional Representatives Janet South NAWBO Indianapolis Midwest Region Patsy Foxworth NAWBO San Antonio Western Region Nancy Chorpenning NAWBO Atlanta Southern Region

8. NAWBO REGIONAL BREAKDOWNS Northeast & Atlantic Region Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, Connecticut, New York, Pennsylvania, New Jersey, Delaware, Maryland, District of Columbia, Virginia, W. Virginia Midwest Region Wisconsin, Michigan, Illinois, Indiana, Ohio, N. Dakota, S. Dakota, Nebraska, Kansas, Minnesota, Iowa, Missouri Southern Region North Carolina, South Carolina, Georgia, Florida, Kentucky, Tennessee, Mississippi, Alabama, Oklahoma, Texas, Arkansas, Louisiana Western Region Idaho, Montana, Wyoming, Nevada, Utah, Colorado, Arizona, New Mexico, Alaska, Washington, Oregon, California, Hawaii

9. What the Presidents Assembly Does: Presidents Assembly Steering Committee is responsible for: Serving as “voice of the chapters” on the National Board and facilitating communications between National and the chapters Facilitating chapter collaboration/information sharing via webinars Creating a community of chapter leaders Helping chapter leaders with strategic planning, problem resolution, etc.

10. WEBINAR SCHEDULE Mark Your Calendar NOW! Webinars will be held on the third Thursday of every month at noon Eastern time. Upcoming Webinars: January 17 th – Strengthening Boards – Succession Planning February 21 st - Value of Membership March 21 st - Plans and Goals April 18 th - Developing Committees May 16 th - Budgets & Financial Issues June 20 th - Board Structures * Schedule subject to change Suggest a webinar topic by emailing presidentsassembly@nawbo.org

11. PA Facebook Page Use to share news and information; exchange best practices; ask for help; etc. All chapter leaders are welcome to join. Please do not use to market your business.

12. News from National Lola Kakes PASC Chair

13. Public Affairs Update Joy Lutes Public Policy - NAWBO

14. The Latest on the Fiscal Cliff

15. Save the Dates…

16. NAWBO Public Policy Primers Beginning in January 2013 4 th Tuesday of the Month at Noon EST.

17. Meet a National Board Member Crystal Arredondo, MBA, Partner Retirement Planning Specialist MPACT Financial Group Dallas/Ft. Worth Chapter

18. OBJECTIVES  To increase and expand chapter support by providing tools to support our local chapters with improvements and updates on ongoing basis  The all-new Online Chapter Resource Center provides chapters:  Visual Resources and Instructional Presentations  Bylaws and Policies  Forms and Templates  Chapter Best Practices Library  Chapter Operations Manual  National Strategic Plan Overview and Strategic Plan Templates  All Chapter Board Members and Chapter Admin Staff have access to Online CRC. Make sure your Chapter Board Roster is updated! CHAPTER RESOURCE CENTER

19.  Sample chapter documents from a variety of chapters to help you better manage your chapter.  A few documents you will find:  Policies & Procedure Manuals  Chapter Business Plan  Chapter Membership Survey  Strategic Alliance MOU  Nominating Committee Board Questionnaire  Submit your chapter’s documents to presidentsassembly@nawbo.orgpresidentsassembly@nawbo.org CHAPTER RESOURCE CENTER: Best Practice Library Chapter Documents

20. Get Involved and Get Connected Are you looking to participate at the National level? If so, we need to TALK!! If you enjoy working as a team with other great women business owners – we need to TALK! If you want to engage with other Chapters throughout the USA – we need to TALK! If you want to share leadership techniques and to grow our organization – we need to TALK! What will we TALK about? How you can join the Presidents Assembly Steering Committee!

21. The Presidents Assembly Steering Committee is currently recruiting NAWBO members for the 2013-2015 term (two-year commitment). This is a great way to get involved in a leadership role with National NAWBO. Expectations: Attend the PASC meetings at the National Conference each year Attend and participate in all PASC monthly teleconference calls Lead quarterly regional teleconference call Attend and participate in all PA monthly webinars (lead 1 or 2 per year) Work on other projects as assigned Must be a chapter past president or current president or a chapter leader to be eligible If you are interested in learning more, please contact us via email presidentsassembly@nawbo.org presidentsassembly@nawbo.org JOIN THE PRESIDENTS ASSEMBLY STEERING COMMITTEE

22. Leadership Boot Camps – Save the Dates! You speak and we listen – the Leadership development programs have been highly successful so we are continuing to bring them to you: –February 25 th – Dallas/Ft. Worth, Texas –May 7 th – Orange County, California –September 23 rd – Conference/Leadership, Miami, Florida

23. Public Policy Days – We’re Back!! NAWBO Public Policy Days will be starting again this year. Stay tuned for more details and get ready to have your voice heard!

24. Driving Membership With Purpose Patsy Foxworth Presidents Assembly Steering Committee Western Region Representative & NAWBO - San Antonio Chapter President

25. DRIVING MEMBERSHIP WITH PURPOSE Who is the target? Where do we find them? How do we keep them?

26. Who is the Target? Diversity: –Ethnicity : How is your local community represented within your chapter? –Business size: Emerging business should be balanced with seasoned larger business owners –Industry: Think broad –Veteran Owned Business –Influence: Be bold

27. Where Do We Find Them? Current Members. Ask. Local Business Journal Industry Publications Corporate Partners Business Begets Business

28. How Do We Keep Them? Written Plan –Welcome –Information –Opportunities Education Business Development Involvement/Engagement –Connect

29. Written Plan Set a standard written plan for new member orientation Assign a Committee Chair (Must be BOD) Committee Chair should FACILITATE new member orientation (Quarterly dates pre-set) Hosting Opportunities Other BOD should attend (not necessary for all) for impact and support.

30. Welcome Welcoming each guest and all attendees should be accompanied by Brief written pre-planned form listing: –Each RSVP attendee, their business, how they became a part of NAWBO, Position if BOD, etc. It should be limited to less than 3 minutes. –Facilitator should begin as an example

31. Information Website Meetings Events Education Members

32. Opportunities Education Business Development Involvement Engagement

33. Membership Best Practices From Deborah Snyder – LA Chapter MEMBERSHIP RECRUITMENT: Discovery Questions: –What type of business owners are you trying to attract to your chapter? –Who in your chapter has been helpful in referring members? –Have you reached out to them? How often? –What type of benefits are important for members to have in order to join NAWBO?

34. FOCUS ON FOLLOW-UP Establish your target market for membership Summarize member benefits and continue to work with other companies/strategic partners to expand the benefits for your chapter Develop relationships with other women- focused organizations in your community and develop joint memberships

35. Focus … Consider a Fall Membership Promotion in addition to the Spring Membership Drive Incentivize members to refer potential members to the organization Create an Executive Membership category Build a strong membership committee

36. MEMBERSHIP RETENTION / ENGAGEMENT Discovery Questions: –What process do you have in place for reaching out to lapsed members? –Do you know why people do not renew their membership? (Find out!) –What opportunities do you provide your members to be promoted within your chapter?

37. FOCUS ON FOLLOW-UP Establish a New Member Orientation once a quarter Connects! event — great feeder for potential members Promote members’ expertise by having them present at Connects! events Create a phone tree within your organization to help promote events

38. Focus … Survey your members after each event to get feedback on the event Once a year survey your members on the type of educational programs they are interested in and use this as your road map for event planning for that year Use the Need/Wants exercise at each of your events so members can get to know each other and figure out ways to help each other

39. Needs & Wants Exercise 1) Break up into groups of six people. 2) Give each person two minutes to introduce herself/himself and present the various needs and wants she/he has. Keep in mind: We all WANT and NEED more business so you may want to encourage people to be creative when they are making their request.

40. Exercise … 3) Let your attendees know that If they can help with that person’s need or want then they should give that person their business card. It will be up to the person presenting to follow-up! 4) This is an exercise in listening, following-up and most importantly getting some of your NEEDS/WANTS met, too! Have fun!

41. Questions?

42. Thank you for participating in NAWBO Presidents Assembly Webinar! We look forward to talking to you next month. The webinar will be on January 17, 2013 at noon Eastern on Strengthening Boards – Succession Planning. To share this information with your chapter’s leadership, visit NAWBO Presidents Assembly Community for the slides or the Facebook Presidents Assembly Page for the link to the recording.

43. CONTACT NAWBO Member Services: memberservices@nawbo.orgmemberservices@nawbo.org Chapter Services: chapterservices@nawbo.orgchapterservices@nawbo.org Presidents Assembly: presidentsassembly@nawbo.org News/Article Submissions: publications@nawbo.orgpresidentsassembly@nawbo.orgpublications@nawbo.org Website/Technical Support: techsupport@nawbo.orgtechsupport@nawbo.org

44. Your Feedback is Welcome! Please send feedback to presidentsassembly@nawbo.orgpresidentsassembly@nawbo.org